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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Scott Merkow is a registered investment advisor representative with Fortis Capital Advisors, LLC. Jeffrey has been in the industry since 1984. Jeffrey is registered in Florida and has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, and the Uniform Investment Adviser Law Examination. Jeffrey is associated with Fortis Capital Advisors, LLC as well as Investment Philosopher, LLC. Jeffrey specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
01/16/2025 - Present
Fortis Capital Advisors, LLC (Seminole FL)
Active
Inactive
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